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Stone Hearion Email & Phone Number
Investment Reporting Analyst
at
CREx
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Investment Reporting Analyst
Location
Greater Indianapolis, United States, United States
Company size
Who is Stone Hearion? Overview
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Quick answer
Stone Hearion is listed as Investment Reporting Analyst at CREx, a company with 20 employees, based in Greater Indianapolis, United States, United States. AeroLeads shows a matched LinkedIn profile for Stone Hearion.
Stone Hearion previously worked as Private Market Services Operations Coordinator at Oxford Financial Group, Ltd. and Senior Financial Analyst at Hopkins And Woods Incorporated. Stone Hearion holds Associate'S Degree, Accounting And Finance from Ivy Tech Community College.
Company email context
Email format at CREx
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CREx
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Profile bio
About Stone Hearion
With a tenure that spans across multiple esteemed finance firms, my dedication to enhancing client onboarding and risk assessment processes stands paramount. At Oxford Financial Group, I've honed my skills in project management to streamline operations and elevate the client experience.Previously as a Senior Associate at Alter Domus, I committed to integrating technology with financial services, ensuring seamless execution of strategies that fortify client relationships. Our team’s efforts have consistently aimed at delivering exceptional service, positioning us as trusted advisors in the private investment sector.
Listed skills include Leadership, Customer Experience, Series 63, Articulate Presenter, and 42 others.
Current workplace
Stone Hearion's current company
Company context helps verify the profile and gives searchers a useful next step.
Crex
7 roles
Stone Hearion work experience
A career timeline built from the work history available for this profile.
Private Market Services Operations Coordinator
Current
Apr 2024 - Present
Senior Financial Analyst
Jun 2021 - Apr 2024
Senior Associate
Apr 2019 - Jun 2021
Associate Ii
Jan 2017 - Apr 2019
Mar 2014 - Jan 2017
Retirement Specialist
Nov 2012 - Mar 2014
1 education record
Stone Hearion education
FAQ
Frequently asked questions about Stone Hearion
Quick answers generated from the profile data available on this page.
What company does Stone Hearion work for?
Stone Hearion works for CREx.
What is Stone Hearion's role at CREx?
Stone Hearion is listed as Investment Reporting Analyst at CREx.
Where is Stone Hearion based?
Stone Hearion is based in Greater Indianapolis, United States, United States while working with CREx.
What companies has Stone Hearion worked for?
Stone Hearion has worked for Crex, Oxford Financial Group, Ltd., Hopkins And Woods Incorporated, Alter Domus (Formerly Cortland Capital), and Cortland Capital Market Services Llc.
How can I contact Stone Hearion?
You can use AeroLeads to view verified contact signals for Stone Hearion at CREx, including work email, phone, and LinkedIn data when available.
What schools did Stone Hearion attend?
Stone Hearion holds Associate'S Degree, Accounting And Finance from Ivy Tech Community College.
What skills is Stone Hearion known for?
Stone Hearion is listed with skills including Leadership, Customer Experience, Series 63, Articulate Presenter, U.S. Foreign Account Tax Compliance Act, Anti Money Laundering, Contract Management, and Public Speaking.
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